Model Context Protocol

Ask Claude about
your money.

Connect WealthMind to Claude AI using MCP. Chat with your real financial data — net worth, assets, cashflow, FIRE projections — in plain English. No dashboards, no spreadsheets.

Setup in 4 steps

01

Get your API token

Go to Settings → API Token in WealthMind and generate a personal token. Keep it safe — treat it like a password.

02

Install Claude Code

Install the Claude Code CLI if you haven't already. It works on Mac, Windows, and Linux.

npm install -g @anthropic-ai/claude-code

Or download the desktop app from claude.ai/code

03

Add WealthMind to your MCP config

Open your Claude Code MCP settings and add the WealthMind server. Replace the token with the one you copied in Step 1.

{
  "mcpServers": {
    "WealthMind-MCP": {
      "type": "sse",
      "url": "https://api.wealthmind.co.in/mcp/sse",
      "headers": {
        "Authorization": "Bearer YOUR_API_TOKEN"
      }
    }
  }
}

Config file location: ~/.claude/claude.json on Mac/Linux, %APPDATA%\Claude\claude.json on Windows

04

Start a conversation

Open Claude Code and start asking questions about your finances in plain English. WealthMind will securely share your data with Claude.

claude

You'll see "WealthMind-MCP" listed under connected tools when it's working.

See it in action

A real example of what you can ask Claude once WealthMind MCP is connected.

claude — WealthMind-MCP connected
Y
How am I doing financially? Give me a quick summary.
C
Here's your financial snapshot as of today: **Net Worth: ₹28,40,000** - Assets: ₹42,15,000 - Liabilities: ₹13,75,000 **Assets breakdown:** - Investments (MF, SIP, stocks): ₹18,50,000 — 44% - Real estate: ₹15,00,000 — 36% - Liquid (savings, FD): ₹8,65,000 — 20% **Cashflow:** You're saving ₹32,000/month on a ₹1,10,000 income — a 29% savings rate, which is solid. **One thing to watch:** Your personal loan (₹3,20,000 at 14% p.a.) is your most expensive debt. Paying it off in the next 12 months would save you roughly ₹25,000 in interest.
Y
If I increase my SIP by ₹5,000/month, how does that change my FIRE date?
C
Running the what-if scenario for you... **Current FIRE projection:** Age 52 (14 years away) **With ₹5,000 more in SIP/month:** Age 50 (12 years away) That's **2 years earlier** for ₹5,000/month extra — a great return on that commitment. Your projected corpus at 50 would be ₹3.8 Cr vs ₹3.1 Cr today. Want me to also check what happens if you clear the personal loan first and redirect those EMIs to SIP?

Available tools

13 tools are available. Claude picks the right ones automatically — you just ask in plain English.

get_net_worthOverview

Returns your current net worth — total assets minus total liabilities.

e.g.“What is my current net worth?”
get_asset_summaryOverview

Summary of your assets broken down by category — liquid, investments, and non-liquid.

e.g.“Give me a breakdown of my assets.”
get_liability_summaryOverview

Summary of your liabilities — home loans, car loans, credit cards, and more.

e.g.“How much do I owe in total?”
get_assetsDetail

Full list of all your assets with current values, asset types, and metadata.

e.g.“List all my investments.”
get_liabilitiesDetail

Full list of all your liabilities with outstanding amounts, interest rates, and tenure.

e.g.“Which loan has the highest interest rate?”
get_cashflow_summaryCashflow

Monthly income and expense summary — how much you earn, spend, and save each month.

e.g.“Am I saving enough each month?”
get_transactionsCashflow

Detailed transaction history with dates, amounts, and categories.

e.g.“What were my top expenses last month?”
get_asset_historyHistory

Historical asset values over time — see how your wealth has grown month by month.

e.g.“How has my net worth grown over the past year?”
get_liability_historyHistory

Track how your total debt has changed over time as you repay loans.

e.g.“Show me my debt repayment progress.”
get_fire_settingsFIRE Plan

Your FIRE retirement settings — target corpus, expected returns, and retirement age.

e.g.“What is my FIRE target?”
get_fire_projectionFIRE Plan

Your projected FIRE date and year-by-year corpus growth based on current savings rate.

e.g.“When can I retire at my current savings rate?”
fire_what_ifFIRE Plan

Run what-if scenarios — see how changes to savings rate, returns, or expenses affect your FIRE date.

e.g.“If I save ₹20,000 more per month, how much earlier can I retire?”
get_available_categoriesUtility

Lists all available asset and cashflow categories configured in your account.

e.g.“What categories can I track?”

Ready to talk to your finances?

Get your API token from Settings, then follow the steps above. Takes about 2 minutes.

Go to Settings →